IA

IFP Advisors Portfolio holdings

AUM $3.88B
1-Year Est. Return 17.67%
This Quarter Est. Return
1 Year Est. Return
+17.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.12B
AUM Growth
-$106M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3,433
New
Increased
Reduced
Closed

Top Buys

1
+$14.7M
2
+$11.2M
3
+$11.1M
4
IYR icon
iShares US Real Estate ETF
IYR
+$9.69M
5
UCON icon
First Trust Smith Unconstrained Bond ETF
UCON
+$9.02M

Top Sells

1
+$58.5M
2
+$24.2M
3
+$18.3M
4
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$15.2M
5
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$15M

Sector Composition

1 Technology 8.53%
2 Financials 4.14%
3 Consumer Discretionary 3.34%
4 Industrials 3.25%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1926
$19.4K ﹤0.01%
2,029
+50
1927
$19.4K ﹤0.01%
97
+7
1928
$19.3K ﹤0.01%
860
+530
1929
$19.3K ﹤0.01%
269
1930
$19.2K ﹤0.01%
653
+48
1931
$19.2K ﹤0.01%
484
-424
1932
$19.1K ﹤0.01%
248
-78
1933
$19.1K ﹤0.01%
+291
1934
$19.1K ﹤0.01%
1,945
+1,791
1935
$19.1K ﹤0.01%
645
1936
$19.1K ﹤0.01%
127
-1
1937
$19K ﹤0.01%
620
1938
$18.9K ﹤0.01%
114
1939
$18.9K ﹤0.01%
263
1940
$18.9K ﹤0.01%
650
-90
1941
$18.9K ﹤0.01%
+971
1942
$18.7K ﹤0.01%
+910
1943
$18.7K ﹤0.01%
446
+1
1944
$18.7K ﹤0.01%
251
-275
1945
$18.6K ﹤0.01%
2,000
1946
$18.6K ﹤0.01%
277
+181
1947
$18.6K ﹤0.01%
454
+3
1948
$18.5K ﹤0.01%
412
1949
$18.5K ﹤0.01%
510
+1
1950
$18.5K ﹤0.01%
97
-22
76 77
78
79 80